Further Reading
Learn more about your areas of interest.
Click on any of these topics:
Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Decoding the College Cost Conundrum
Average undergraduate student loan debt runs about $40,000 and graduate students frequently owe over $70,000. (Contributed) “College graduates enjoy...
Fundamental Analysis in Securities Investing
As legendary investors like Buffett and Templeton remind us, it's not about predicting market movements—it's about finding value and staying...
Taxing the Rich? How the Wealthy Maneuver to Pay Less Than Others
Plans to extend tax cuts focus on reducing burdens for the wealthy and businesses amid rising economic concerns. (Contributed) Trump may keep his...
Cryptocurrency: The Emperor’s Fine Clothing
With Bitcoin, expect further increases tied to financial uncertainty but know that past performance does not guarantee future results. (Contributed)...
Date the Rate but Marry the House
Boulder Creek Realtor Joyce Rudy, 88, perseveres in a country waiting to see. (Contributed) Bummer Bob gripes over dinner, where most financial...
Christians Celebrate Planned Giving
Religious Americans give more money to charity than their secular neighbors. (Shutterstock) The most generous country on earth hasn’t...
Get in Touch
Schedule your free consultation.
